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IFA - clients / ongoing advice fees in place

Posted 22 January by Exchange Street Financial Services Easy Apply Ended

Exchange Street is working with one of the UK’s most successful chartered accountancy businesses, who are looking to recruit an experienced independent financial adviser in Cumbria.

With a strong presence in the area and a loyal high net worth client base, this is an ideal opportunity for a consultant with previous experience of complex financial planning to join a business that offers the challenges and earnings potential of a thriving business. Advice will focus on investment planning (onshore & offshore), specialist pensions such as SIPPs and tax mitigation. The position is well supported in terms of lead generation and existing business with the office reporting significant revenues over the past 12 months with accountancy partners who are bought in to financial planning.

The role has over £100,000 of trail in place already, substantially towards the yearly target, while one-to-one paraplanning assistance affords the adviser time to spend on core relationship building and sales activity.

The successful applicant will be Diploma qualified and currently authorised to provide a full range of financial advice.

Our client can boast of a very profitable financial services division with average production at the firm far in excess of the majority of advisers at other accountancy based organisations. This leads on to some of the best earnings in the market.

Required skills

  • financial planning

Reference: 31987274

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